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Maxio

Maxio
Formerly Chargify + SaaSOptics

Overview

What is Maxio?

Chargify provides a SaaS billing solution that handles free trial periods, one-time fees, promotions, refunds, email receipts. They support billing your customers by credit card or invoicing for larger accounts. Prices start at $65/month for 20 customers, and trend upward…

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Recent Reviews

SaaSOptics

8 out of 10
April 29, 2021
Incentivized
We currently use SaaSOptics in Finance for sending out and tracking invoices for our SaaS clients. It has cut down on invoicing time …
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Reviewer Pros & Cons

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Pricing

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Essentials

$599

Cloud
per month

Growth

Custom

Cloud

Scale

Custom

Cloud

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.maxio.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $599 per month
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Product Details

What is Maxio?

Chargify offers Recurring Billing and Subscription Management. According to the vendor, Chargify Elastic Billing turns billing into a competitive edge for modern recurring revenue-based businesses that need to personalize and differentiate their offerings for the Relationship Economy.


Founded in 2009, Chargify has helped thousands of businesses manage millions of offers that drive billions in annual revenue. Chargify promises to remove billing bottlenecks and give front, corner, and back office teams the speed and flexibility to grow faster.


Maxio Features

  • Supported: Offer Management
  • Supported: Recurring Billing
  • Supported: Subscription Relationship Management
  • Supported: Revenue Retention
  • Supported: Subscription Analytics & Insights

Maxio Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Mobile Web

Frequently Asked Questions

Chargify provides a SaaS billing solution that handles free trial periods, one-time fees, promotions, refunds, email receipts. They support billing your customers by credit card or invoicing for larger accounts. Prices start at $65/month for 20 customers, and trend upward to $1,299/month for 10,000 customers

Maxio starts at $599.

Braintree, a PayPal service, Fusebill, and Recurly are common alternatives for Maxio.

The most common users of Maxio are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(57)

Attribute Ratings

Reviews

(1-23 of 23)
Companies can't remove reviews or game the system. Here's why
Score 1 out of 10
Vetted Review
Verified User
We signed up for Maxio because we needed more billing features and flexibility. We were using QBO and SamCart (and still use them in some capacity). However, we were using QBO for our custom contracts for [...] and QBO doesn't have a PCI-compliant signup page for customers and lacks the ability to autobill customers for the duration of their contract. SamCart offers the PCI-compliant signup page but lacks the ability to create custom contracts (flexible on duration and amount) under a singular product. We also were looking for a solution for billing for our usage-based software business (...).
Score 3 out of 10
Vetted Review
Verified User
SaaSOptics (SO) integrates with our CRM (Salesforce) and our GL accounting software (Quickbooks Online; QBO). I inherited this software from several predecessors before me. SO mainly serves as an intermediary between our CRM and GL to keep track of our customers, send invoices and perform collections and dunning, maintains our revenue and deferred revenue schedules and ARR reporting so we don't have to use Excel. Not having to keep track of all of this in Excel is a huge benefit for us and allows us to delegate the bookings process to a lower level staff member. The automated emails when an invoice becomes past due (or any other time period you set) is helpful as well. SO can also sync sales tax settings from QBO so we properly charge sales tax to our customers.
April 29, 2021

SaaSOptics

Score 8 out of 10
Vetted Review
Verified User
Incentivized
We currently use SaaSOptics in Finance for sending out and tracking invoices for our SaaS clients. It has cut down on invoicing time tremendously, as we used to just manually create them in QB and track them using Excel. Some of the reports have been useful to product and sales teams as well.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use SaaSOptics for our billing needs. The invoicing service, past due reporting, and total financial history reports are used daily by executive leadership and customer management. Our CSMs are confident in using it and helping their customers. We track growth and expansion through the interactive reporting, and we are then make plans for continued success with our expanding users.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use it for subscription box subscribers. This helps with keeping track of monthly, quarterly, biannual, and annual subscriptions. It has also been used for one time purchases, gift subscriptions (which are non-renewing), and special edition subscription. Changing subscription renewal dates in bulk is relatively simple. Canceling subscriptions in bulk can be a challenge though.
Nikhil George | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use Chargify as our billing platform. It manages all our customer subscriptions and facilitates payments via our payment merchant. A number of departments across the company use Chargify. The product department sets up and manages the Chargify integration with our application. Finance users Chargify to ensure customers have subscribed to the right plan and are charged correctly. Sales, customer support, and success use Chargify to view customer account information.
September 11, 2019

A Billing System That Bills

Heather Robinette, MBA | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Chargify is used as our billing system. We have software that is licensed on a monthly basis so customers pay for the licenses monthly. We use Chargify to charge and track all of our billing information. It is used by the company and it addresses the need for a billing system that integrates with our platform.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We are a SaaS Platform and use SaaSOptics to track all customer contracts and to invoice all customers. This solves the issue of tracking credit card payments of similar amounts by numerous customers. We have SaaSOptice integrated with QuickBooks Online.
Score 10 out of 10
Vetted Review
Verified User
I am an outsourced controller and selected SaaSOptics for my client who sells software as a service on a subscription basis. After attempting to track deferred revenue using an Excel spreadsheet, I knew that there had to be a better way. SaaSOptics allows us to track our contracts, automate billing and payment and generate very useful financial and analytic reports that allow us to better manage the business. It's also taken a huge burden off me as a controller when it comes to generating financial statements using Revenue Recognition.
February 16, 2019

We "heart" SaaSOptics

Andrew Christianson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use SaaSOptics as a single source of truth for all our contracts. It is a primary function of our Operations team but used to inform other departments such as Sales and Customer success. SaaSOptics helped us gain clarity and certainty into our customer contracts and solidify our revenue recognition to GAAP standards. In addition to revenue, it has streamlined our reporting for SaaS economics, Invoicing, and AR.
Jodi Shaw | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Stave first looked into SaaSOptics so that we could accurately record deferred revenue and our subscription services. The integration with QBO and HubSpot has extended our use of the product from just being an accounting tool to being a tool for our sales and customer success staff. SaaSOptics allows reporting not only on subscription metrics but also on revenue, customer and project metrics, which has proven to be extremely beneficial.
Kim Mitchell | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We are using SaaSOptics primarily for its revenue recognition and reporting functionality. Current users are myself, in the weeds and using it daily, and our CEO and Sales team who use it for various metrics. The biggest business problem it addresses is revenue recognition. It also provides great metrics for our Bus Dev team.
Mindy Molisee | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
SaaSOptics is used for our contract and revenue management, billing and collections. It is primarily used by the accounting and finance teams, however, all departments utilize the information derived from the system for addressing business needs. For example, our support teams access SaaSOptics transaction and invoice data with the Salesforce.com integration to give information to clients across multiple products without transferring them to the billing department.

It has also address the following major business problems:

  • Month-end reconciliation and close has decreased due to the accuracy of the system and the level of detail provided in our GL.
  • The executive team now has access to metrics that were previously non-existent for our company through other software.
  • Collections efforts have improved with their new collections module.
  • Billing accuracy has improved entirely and call volume to address billing concerns has reduced.
  • Quote-to-cash process has improved with Stripe and Salesforce.com integration.


Ammon McNeff | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Chargify for our recurring payments related to our subscription based services. Chargify has allowed us greater control and insight into how our recurring transactions are performing as well as allowed us to grow more rapidly. Prior to using Chargify, we were missing the ability to conduct dunning on missed payments.
Eric Weiss | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Chargify is used for day to day transactions for our clients monthly, semi-annual, and annual payments to use our application. I use Chargify to monitor charges on clients' accounts for our records as well as being able to supply clients with any documentation that they need for their billing needs.
Shannon E. Wells-Mongiovi | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Chargify was used by our organization to create and manage subscriptions for all the products we developed. We needed an established and trusted API service because we provided specialty financial services to markets that were very new to our kind of business model, and required a much higher level of trust than typical consumer web applications.
Vinnie Murdico | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Chargify to handle all of the recurring credit card payments for our business. We previously used another service for recurring charges, but required a higher level of support and customer service, which Chargify was able to provide along with a robust product with a solid API.
Ben Fry | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Chargify to manage subscription billing for our suite of online property investment software. In addition we use the API/billing portal to manage customer access levels, upgrades/downgrades, card updates and cancellations. Our customers are billing on a monthly and yearly basis. We also use a trial period to allow customers to evaluate our software before being billed. We use add-ons for additional optional products.
Score 10 out of 10
Vetted Review
Verified User
I use Chargify for a SaaS company. I did a lot of research before choosing a vendor for this product because I wanted a solution that would scale and grow with us for years to come. After choosing Chargify, we couldn't be happier with our decision. Everyone we have worked with there has been top notch. Even the CEO, Lance, has been super responsive and helpful. He even helped us choose our payment gateway provider and we have been very pleased with them as well. Having this piece of the business figured out really made it easy to focus on other things and our launch was very smooth and everything has worked great.
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